Unclaimed
David Clifford Rider is a financial advisor with Ameriprise Financial Services, LLC, specializing in providing financial planning and asset allocation services. David has been active in the industry since December 12, 1996 and has a wealth of experience in serving individual and corporate clients. David is a Certified Financial Planner and holds the Series 6, 7, and 63 licenses. David has previously worked with IDS Life Insurance Company, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
06/12/2018 - Present
Ameriprise Financial Services, LLC (CORTLAND OH)
MN
01/04/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
12/13/1996 - 02/18/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/13/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Rider is the right advisor for you? Invested Better is here to help.